Charles Schwab Retirement Account Specialist in Austin, Texas
Austin - TX, AUSTINB, 12401 Research Blvd, 78759
Christal Lynn Fortunato
We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck at http://www.aboutschwab.com/about/leadership/charles_schwab over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services. For mid-to-large-sized companies, Schwab offers full-service retirement plans featuring complete retirement services from a single source. Schwab’s combined expertise in recordkeeping and related services, investment choice and award-winning participant experience (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits. The NQ operations team provides highly specialized services to clients with non-qualified and employee stock ownership plans.
What you’ll do:
The Non - Qualified Account Specialist is an individual contributor who possesses strong analytical and technical skills. You will be accountable for the daily administration of non-qualified retirement plans. Responsibilities include the following:
Perform analysis of plan provisions, participant status and elections to ensure timely and accurate distribution of accounts.
Process participant distributions and payrolls within the Schwab record keeping system.
Perform set up and maintenance of the Non-Qualified plan enrollment site.
Calculate and post monthly and quarterly dividends for Non-Qualified and stock plans.
Develop and maintain knowledge of non-qualified retirement plans and the Schwab record keeping systems.
Support ad-hoc requests, reporting and analysis for business partners by performing special projects and other related duties as assigned.
Work collaboratively within the organization, share best practices, and aid in the continuous improvement of the services provided by Schwab.
Create or revise departmental procedures as needed.
What you have:
Bachelor’s degree in business-related field with a minimum of (1) to (3) years relevant work experience in the retirement plan services industry preferred.
Basic knowledge of non-qualified plans, ERISA, DOL and IRS regulations a plus.
Highly proficient in Microsoft Office applications, specifically Excel and Access
Experience with recordkeeping systems preferred.
Ability to work quickly and accurately under deadlines.
Proficient written and verbal communication skills.
Ability to multi-task and work as a team player as well as independently.
Must be able to accommodate a flexible work schedule during peak volume periods
What you’ll get:
Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab at http://www.aboutschwab.com/careers/lifeatschwab/" .
Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Financial Services-6+ yrs, Retirement Services-2-5 yrs, Accounting and Finance-2-5 yrs, Brokerage Operations-2-5 yrs, Accounting and Finance-6+ yrs, Banking-6+ yrs, Financial Services-2-5 yrs, Brokerage Operations-6+ yrs, Retirement Services-6+ yrs, Banking-2-5 yrs
Position Located In: TX - Austin
Job Type: Full Time
Activation Date: Thursday, May 10, 2018
Expiration Date: Saturday, May 26, 2018